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  4. Manage Distribution Lists
  5. Create a dynamic distribution list

Create a dynamic distribution list

To create a dynamic distribution list, you must have at least one of the following roles: Alert Manager, Advanced Alert Manager, Distribution List Manager, Enterprise Administrator, Organization Administrator, or Basic Administrator.
  1. In the navigation bar, click
    Users
     >
    Distribution Lists
    .
  2. On the
    Distribution Lists
     screen, click
    New
     >
    Dynamic
    .
  3. On the
    New Distribution List
     screen, enter values in the following fields in the
    Basic Info
     section:
    • Name
      : Enter a unique and easily identifiable name for the distribution list. The distribution list name has a 128 character limit.
    • Common Name
      : (Optional) This field automatically populates based on the text entered into the Name field, but you can override it with a different name. The distribution list common name has a 128 character limit.
    • Type
      : This field cannot be edited.
    • Description
      : Optionally, enter details about the distribution list that will allow other users to decide if the distribution list should be included in their alert.
    • Folder
      : Optionally, click
      Select
       and drill down into the folder hierarchy to find the location to store the distribution list. If you do not click the link, the distribution list appears by default at the top level of the folder hierarchy.
  4. In the
    Distribution List Members
     section, click
    View
    .
  5. On the
    Create Conditions
     window, select the AND/OR operator. When AND is selected, users must meet all conditions to be added to the distribution list. When OR is selected, users that match any of the conditions are included. The default is AND.
  6. In the
    Select Attribute
     drop-down list, select the first attribute you want to use as targeting criteria for the distribution list.
  7. In the
    Select Operation
     drop-down list, select the operation to assign to the attribute.
    The list of operations varies depending on the type of attribute selected.
  8. In the third field, enter or select a value for the attribute.
    For Multi-select Picklist, Single-select Picklist, and Status type attributes, enter characters in the search box to filter the list of attribute values. You can enter characters that appear anywhere in the attribute value.
  9. Optionally, click
    Add Condition
     and then repeat steps 6 through 8 to add additional attribute conditions as targeting criteria.
    You can add users to the distribution list based on the User Last Updated Source attribute. For more information, see Create a dynamic distribution list based on the User Last Updated Source attribute.
  10. Optionally, if your organization is set up to display organizations, in the
    Organization Hierarchy
     section of the
    Attribute
     list, select one or more organizations or organizational nodes to use as targeting criteria for the distribution list.
    Users must belong to the selected organizational nodes and meet the other specified attribute conditions to be included in the distribution list.
  11. Click
    Add
    .
  12. Click
    Save
    .